Financial Planning Analyst

Dexian; Atlanta (GA); Hybrid; USD 100,000 - 115,000; Full time

Job summary

Dexian is seeking an experienced FP&A Analyst IV to support financial planning, budgeting, forecasting, and executive reporting for the Georgia market in a hybrid work environment.

You will manage planning workflows (Strata), perform variance analysis, build financial models and dashboards, and partner with business leaders to drive better operational and financial performance.

Qualifications

• Degree in finance, business, or related field required or equivalent.
• 6+ years FP&A or related financial analysis experience.
• Healthcare budgeting/forecasting experience a plus.
• Strong communication to present financial insights to executives.

Responsibilities

• Lead FP&A activities including planning, budgeting, forecasting, and modeling.
• Prepare reports and dashboards for executives (VP level).
• Manage Strata planning workflows and variance analysis.
• Partner with leadership to improve financial and operational performance.
• Handle ad hoc business requests and provide strategic insights.

Skills

Advanced Excel

SQL

Data visualization

Power BI

Tableau

Strata

Education

Bachelor's degree in finance, business, or related field

Master's degree or CPA preferred

Tools

Power BI

Tableau

Strata

Job description

Title: Financial Planning & Analysis Analyst IV

Location: Atlanta, GA (Hybrid – 3 days onsite)

Duration: Permanent (Direct - hire)

Salary Range: $100K - $115K (Base Salary)

JOB DESCRIPTION:

We are seeking an experienced FP&A Analyst IV to support financial planning, budgeting, forecasting, financial modeling, operational performance analysis, and executive (VP) reporting for the client's Georgia market in a hybrid work environment. The role involves managing planning workflows in Strata, performing variance analysis, developing financial reports and dashboards, supporting strategic decision-making, and responding to ad hoc business requests.

The ideal candidate will have strong expertise in advanced Excel (including pivot tables and complex formulas), intermediate SQL, and data visualization tools such as Power BI, Tableau, and Strata. Responsibilities include building financial models, analyzing business performance, supporting audits, preparing budgets and forecasts, evaluating financial trends, conducting cost and profitability analyses, and partnering with business leaders to improve operational and financial performance.

Qualifications:

• Bachelor’s degree in finance, Business, or a related field (Master's, CPA, or FP&A Certification preferred).
• 6+ years of FP&A or related financial analysis experience.
• Healthcare budgeting/forecasting experience preferred.
• Experience with enterprise software implementations is a plus.
• Strong communication skills with the ability to present financial insights to non-finance executives.
• Leadership, project management, business case development, and advanced analytical skills are highly desirable.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.